Galilee Asset Management

What Galilee Asset Management does

Galilee Asset Management is a privately held French Société de Gestion de Portefeuille founded in 2000 and headquartered in Strasbourg, with a regional office in Paris. The firm specializes in multi-thematic asset management and fund selection, operating as a regulated portfolio management company (ORIAS number 12068677). It serves four primary customer segments: retail investors (Particuliers) accessing mandates through French PEA, compte-titres, assurance-vie, and capitalisation envelopes; wealth management advisors and family offices (CGP/Family Office) receiving dedicated fund selection and mandate services; institutional investors requiring dedicated OPCVM creation and custom portfolio management; and corporate treasuries seeking medium/long-term yield optimization across EUR, USD, CHF, and GBP.

The product platform is built on the proprietary Codex des Thématiques framework — a codified thematic investment methodology used for systematic theme classification and analysis. This feeds the Galilee Trends platform, which delivers thematic indicators, indices (co-developed with Solactive AG), and thematic certificates to professional investors, complemented by a proprietary 6-Step Fund Selection Process. The offering is a hybrid of pooled funds (Galilee Equity Thematics, Galilee Flexible Thematics, Galilee Innovation Europe, Galilee Rendement, Galilee Dollar Bonds, EOLOS) and partner funds (Copernic, De La Clarté Value France SMID, Impulsion Europe, MB Gestion Privée, Quinze Global Wealth Management, POCARA), plus discretionary mandates. Distribution combines direct sales to CGP/family offices and institutions, and co-branded mandates with BlackRock (100% ETF mandates) and Allianz GI (Carte Blanche mandates), with depositary infrastructure in France (CIC), Switzerland, and Luxembourg (CACEIS).

Revenue is generated through recurring management fees (typically 0.90%-1.90% depending on fund/mandate), performance fees (10-20% above benchmark hurdles), advisory fees for Assistance à la Gestion services, and bespoke dedicated fund creation for institutional clients. The firm pursues a sales-led GTM with heavy investment in financial media visibility (BFM BOURSE, B SMART, Capital, AGEFI, Citywire, Club Patrimoine podcast). The team is led by Roni Michaly as Président, with Damien Ledda heading portfolio management. Recent thematic performance has been strong, with 2025 YTD returns cited between +12% and +55.6% across themes such as Clean Energies, Space Exploration, Future Mobility, Gaming/Metaverse, and Health/Well-being.

Name

Galilee Asset Management

Legal name

Galilée Asset Management

Website

https://galilee-am.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Galilee Asset Management is a privately held French asset management firm (founded 2000, Strasbourg/Paris) specializing in multi-thematic investing and fund selection. It serves retail investors, wealth advisors, family offices, institutions, and corporate treasuries via pooled funds, discretionary mandates, and partnerships with BlackRock and Allianz GI.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Finance Services (6199)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Thematic asset management
• Portfolio management mandates
• Fund selection services
• UCITS thematic funds
• Wealth management advisory

Headquarters

HQ city

Strasbourg

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Management Mandates: Management fees charged on assets under management through mandate contracts in PEA, compte-titres, assurance-vie, and capitalisation envelopes
2. Mutual Fund Management (OPCVM): Management fees and performance fees from proprietary and partner funds including multi-thematic funds, bond funds, and diversified funds
3. Performance Fees: Performance-based fees on certain funds, typically 10-20% of returns above a benchmark hurdle rate
4. Advisory Services: Assistance à la Gestion services providing asset allocation recommendations and comparative analysis for wealth management partners

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Galilee Asset Management is a French portfolio management company that manages thematic investment portfolios through discretionary mandates, proprietary UCITS funds, and fund selection advisory. It also operates the Galilee Trends digital platform, which delivers the proprietary Codex des Thématiques framework, thematic indices, and thematic indicators to wealth management advisors, family offices, institutional clients, and corporate treasuries.

Product overview

Galilee Asset Management is a French asset management company (Société de Gestion de Portefeuille) offering a comprehensive suite of thematic investment products and services. The company operates a platform-plus-products model, with the core Galilee Trends digital platform providing access to thematic investment analysis, indices, and indicators. This platform is complemented by a range of thematic funds including Galilee Equity Thematics, Galilee Flexible Thematics, Galilee Innovation Europe, Galilee Rendement, Galilee Dollar Bonds, and EOLOS. The company also offers mandate management services for individual investors (PEA, securities accounts, life insurance, capitalization contracts) and institutional clients (custom fonds dédiés), including specialized solutions through partnerships with BlackRock (ETF mandates) and Allianz GI (Carte Blanche mandates).

Differentiator

Problem solved

Functional benefit

Brands

• Galilee Trends: Proprietary platform dedicated to thematic investment, featuring the Codex des Thématiques, thematic indicators, thematic indices, and thematic AMCs.
• Galilee Fund Advisor

Products and services

• Galilee Equity Thematics Multi-thematic equity fund investing in companies aligned with selected thematic investment themes. Targeted at investors seeking diversified thematic equity exposure.
• Galilee Flexible Thematics Flexible multi-thematic fund with dynamic asset allocation across thematic equity and fixed income. Designed for investors seeking flexible thematic exposure with managed asset allocation.
• Galilee Innovation Europe Thematic fund focused on European innovation and technology companies. Targeted at investors seeking exposure to European innovation-driven equities.
• Galilee Rendement Thematic yield fund combining income generation with a thematic investment approach. Targeted at yield-oriented investors.
• Galilee Dollar Bonds Dollar-denominated bond fund with thematic investment focus. Targeted at investors seeking USD-denominated thematic fixed income exposure.
• EOLOS Country-themed fund offering managed by Galilee Asset Management. Targeted at investors seeking country-specific thematic exposure.
• Galilee Trends Platform Digital investment platform providing access to thematic indices, thematic indicators, and thematic investment analysis for professional investors. Targeted at CGPs, family offices, and institutional clients.
• Discretionary Mandate Management Services Discretionary mandate management for PEA, securities accounts (compte-titres), life insurance (assurance-vie), and capitalization contracts. Targeted at individual and professional investors.
• Carte Blanche Mandates (Galilee X Allianz GI) Fully customizable management mandates developed in partnership with Allianz Global Investors, offering fully thematic or structured mandate options. Targeted at investors seeking customized mandate solutions.
• ETF Mandates (Galilee X BlackRock) 100% ETF-based management mandates offered in life insurance and titres accounts, leveraging BlackRock's asset allocation research and global fund analysis capabilities combined with Galilee AM's flexibility and responsiveness. Targeted at advisors and clients seeking ETF-only mandates.
• Assistance à la Gestion (Fund Selection Advisory) Advisory service providing asset allocation recommendations and comparative analysis for wealth management partners and CGPs. Targeted at wealth management advisors seeking open-architecture fund selection support.
• Dedicated Fund Creation Service Bespoke OPCVM (fonds dédiés) creation and management service for family offices, institutional investors, and corporate treasuries requiring customized investment vehicles.

Quantifiable outcome

• +48% for Clean Energies theme in 2025 YTD
• +5 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• BlackRockcoreStrategic or Co-development PartnerPartnership for ETF-based management mandates (Mandats de gestion ETF Galilee X BlackRock). Galilee AM offers 100% ETF mandates in life insurance and titres accounts, leveraging BlackRock's asset allocation research and global fund analysis capabilities, enriched by Galilee AM's flexibility and responsiveness.
• Allianz Global InvestorscoreStrategic or Co-development PartnerCarte Blanche partnership (Mandats de gestion Carte Blanche Galilee X Allianz GI) offering fully customizable management mandates leveraging Allianz GI's investment capabilities.
• Solactive AGcoreTechnology or IntegrationLaunched a range of proprietary thematic indices with Solactive AG for tracking and benchmarking thematic investment performance. The indices are available on the Galilee Trends platform for professional investors.
• CIC Corporate & Institutional BankingminorOthersCustodian bank for certain fund depositary services (e.g., POCARA fund)
• CACEIS LuxembourgminorOthersLuxembourg-based custodian and asset servicing provider for international funds (e.g., Quinze Global Wealth Management SICAV)
• OVHminorOthersWeb hosting provider for the Galilee Asset Management website and digital platforms
• CACEIS BankminorOthersCustodian bank for MB Gestion Privée fund

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Allianz Global Investors: Global asset manager and Carte Blanche partner of Galilee for customized mandates. Competes broadly in the European CGP/institutional thematic space and serves as both a partner and a competitor at the margin.
• Rothschild & Co Asset Management: European wealth and asset manager offering discretionary management and bespoke funds to family offices and institutional clients. Overlaps with Galilee's institutional/family office franchise but at materially larger scale.
• CPR Asset Management: French asset manager (Amundi subsidiary) with thematic, quantitative, and credit strategies distributed through French retail, CGP, and institutional channels. Comparable in mandate structure though backed by a much larger parent.
• Pictet Asset Management: Swiss-headquartered global asset manager with strong thematic equity franchise (e.g., Pictet Quest, thematic megatrends). Larger and broader than Galilee but a thematic benchmark for the same end clients.

Direct peers

• Edmond de Rothschild Asset Management: European/Swiss-headquartered independent asset manager with discretionary mandates, thematic funds, and a strong CGP/family office channel. Highly comparable business mix and European footprint to Galilee.
• DNCA Finance: Paris-based independent asset manager with conviction-driven equity, fixed income, and thematic strategies distributed across European CGP and institutional channels. Highly comparable independent French asset manager profile.
• Oddo BHF Asset Management: French-German independent asset manager with active equity, fixed income, and thematic strategies distributed via private banking and CGP networks. Direct comparable to Galilee's CGP-led distribution model.
• La Financière de l'Échiquier: French independent asset manager focused on active equity and thematic stock-picking, distributed through CGP and private banking channels. Operates in the same niche as Galilee with comparable fund range and customer base.
• Lazard Asset Management: Global independent asset manager offering multi-asset and thematic strategies to institutional and wealth clients across Europe and beyond. Closely comparable to Galilee's independent, partnership-driven model serving CGP and institutional mandates.
• Tocqueville Finance: Paris-based independent asset manager offering conviction-driven equity, bond, and thematic funds distributed primarily through CGP networks. Comparable mandate size, thematic tilt, and French CGP go-to-market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UC6YjBpJq58_hNsSc_pMvW9A/featured
• LinkedInlinkedin.com/company/galilee-am
• Xx.com/Galilee_AM

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Galilee Asset Management